Chinese semiconductor industry
- Thread starter Hendrik_2000
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the big question is, who makes the tools?
its obvious. from Japan/US/EU .. they don't have indigenous tools
exactly. well, I wouldn't say 0. but limited.
Quickie
Colonel
The big question is where is the market to absorb all that chips from Samsung? China and US have clearly chosen the way of self-sufficiency, China everywhere and US only in advanced nodes (that is exactly where very probably Samsung will focus).
So where will be Sumsung's customers?
Maybe Samsung wants to replace TSMC, but the times have changed. The times in which we are living today, and even more in the next years, are totally different from when TSMC grew up to became the biggest player in the world. Today a new TSMC would not have any space to grow in a country that is not mainland China or US.
The end of globalization in IC supply chain caused by geopolitics have changed it all.
P.S: They are very naive if they really think US will ever allow them to do this.
They might want to make everything inhouse for Samsung, LG, Hyundai, etc and just sell the final products rather than have a complex supply chain division of labor between electronics manufacturers and chip manufacturers. Then they'll use surplus fab capacity as a foundry. That's what Samsung did before opening a dedicated Samsung Foundry.
What does this news has anything to do with Chinese semiconductor industry？Did you mistaken Samsung as Chinese company？
Not related to Chinese IC industry but tbh I think its still relevant. Can't ignore such big strategic moves by your biggest competitors
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